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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,483 | $91,559+48.0% | $133,978+1.1% | $79,856+69.7% |
| Participation rate | 26.6% | 73.3%-46.8pp | 79.8%-53.3pp | 69.6%-43.1pp |
| Annual return | 8.35% | 61.85%-53.5pp | 45.10%-36.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $772 | $2,384-67.6% | $3,919-80.3% | $2,471-68.8% |
| Participant deferral / active EE | $1,599 | $3,734-57.2% | $5,047-68.3% | $3,741-57.3% |
| Admin fee / account holder | $26,908 | $6,321+325.7% | $8,930+201.3% | $5,306+407.1% |